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iShares S&P 500 Value ETF
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Overview Fund Activity

1,537 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 571 increasing their positions, 484 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+112
Holders Change %
+7.86%
% of All Funds
20.46%
Holding in Top 10
124
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.89%
% of All Funds
1.65%
New
204
Increased
571
Reduced
484
Closed
64
Calls
$20M
Puts
$11.1M
Net Calls
+$8.89M
Net Calls Change
-$3.53M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$384M
2
LPL Financial
LPL Financial
California
+$162M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.3M
4
Morgan Stanley
Morgan Stanley
New York
+$92.2M
5
Lido Advisors
Lido Advisors
California
+$85.7M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$252M
2
HNB
Huntington National Bank
Ohio
-$206M
3
US Bancorp
US Bancorp
Minnesota
-$145M
4
Wells Fargo
Wells Fargo
California
-$88.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
801
Venture Visionary Partners
Ohio
$965K +$19.5K +102 +2%
AssetMark Inc
802
AssetMark Inc
California
$959K +$795K +4,165 +486%
HA
803
Helium Advisors
Washington
$956K +$956K +5,008 New
NFW
804
Noble Family Wealth
Florida
$953K – – –
MCM
805
MidAtlantic Capital Management
Virginia
$952K -$3.44K -18 -0.4%
GSEP
806
Golden State Equity Partners
California
$952K +$952K +4,990 New
FA
807
Fiduciary Alliance
South Carolina
$946K +$5.34K +28 +0.6%
AWM
808
Aprio Wealth Management
Georgia
$944K +$944K +4,946 New
EAMA
809
EFG Asset Management (Americas)
Florida
$940K +$2.1K +11 +0.2%
VPF
810
Vantage Point Financial
Illinois
$933K +$933K +4,887 New
MWA
811
Merkkuri Wealth Advisors
New York
$922K +$138K +724 +18%
RWS
812
Retirement Wealth Solutions
Wisconsin
$914K +$914K +4,856 New
PWA
813
Provenance Wealth Advisors
Florida
$912K -$573 -3 -0.1%
KWM
814
Kingsview Wealth Management
Oregon
$908K -$33K -173 -4%
Vontobel Holding
815
Vontobel Holding
Switzerland
$907K – – –
GCA
816
Gallagher Capital Advisors
Texas
$903K +$903K +4,729 New
HC
817
Hara Capital
Washington
$891K +$446K +2,335 +100%
D
818
Dentgroup
Louisiana
$890K +$110K +576 +14%
AEPWM
819
Atlantic Edge Private Wealth Management
Florida
$887K – – –
ISFAN
820
Investor's Fiduciary Advisor Network
Washington
$872K +$872K +4,569 New
1SB
821
1ST Source Bank
Indiana
$869K -$38.6K -202 -4%
NEWAS
822
N.E.W. Advisory Services
Wisconsin
$869K -$19.1K -100 -2%
EWM
823
EPG Wealth Management
Georgia
$869K +$4.39K +23 +0.5%
MAWA
824
Moss Adams Wealth Advisors
Washington
$864K – – –
MA
825
MKT Advisors
California
$864K -$9.71K -50 -1%
31 32
33
34 35